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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,310 | $96,691+1.7% | $86,656+13.4% | $139,487-29.5% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 10.80% | 106.87%-96.1pp | 593.09%-582.3pp | 373.84%-363.0pp |
| Employer contribution / active EE | $3,199 | $3,267-2.1% | $3,025+5.7% | $4,755-32.7% |
| Participant deferral / active EE | $3,437 | $4,838-28.9% | $4,439-22.6% | $6,713-48.8% |
| Admin fee / account holder | $4,760 | $6,414-25.8% | $5,619-15.3% | $11,407-58.3% |